Personal Finance Planning

Alextra Wealth Management assist individuals, regardless of their circumstances or previous experience in financial planning.

You may feel you have not enough money, just about right or too much – our expert advisors are here to assist.

To read more about what you should expect from a financial planner, please click here to read our news article.

After an introductory meeting to understand your current and future financial goals, we will then allocate you a dedicated wealth manager (should you decide to proceed).

Our advice spans the full spectrum of financial planning, including pensions, life and critical illness protection, and investments. We will work closely with you to ascertain your preferred level of risk, and then invest your capital in the most appropriate markets, with a planned level of return.

As a reminder, Alextra Wealth Management specialise in the following areas. We provide robust advice to individuals, who also might be business owners. So we can ensure your strategies are completely aligned.

 

Personal Financial Planning

Business Financial Planning

Wealth Creation, Management and Protection

Retirement Planning

Investment Risk Management

Tax Planning

 

A Pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Tax treatment is based on individual circumstances and may be subject to change in the future.

The Financial Conduct Authority does not regulate tax planning.

Equity release may require a lifetime mortgage or home reversion plan. To understand the features and risks, ask for a personalised illustration.
home reversion plan. To understand the features and risks, ask for a personalised illustration.

 

If you’d like to speak to a financial planner, please call 01270 250800 for an initial free consultation or click on the button below to submit an enquiry.

 

Alextra Wealth Management Ltd is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.

Alextra Wealth Management Ltd is registered in England and Wales under reference: 05541620. Registered and trading office address: 7-9 Macon Court, Crewe, Cheshire, CW1 6EA.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.